Amrize (AMRZ) Benefits from Regional Scale, Tight Supply Dynamics, and Pricing Power
Harris Oakmark recently released its third-quarter 2026 investor letter for its “Oakmark Global Select Fund”.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Iridian Asset Management David Cohen And Harold Levy | 46,728 | $1,747,160 | -10% | 0.64% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| 42.4650 (reported; USD unavailable) | 2,000 | USD value unavailable | 519,000 | 2026-09-02 | Filing | |
| $42.53 | 2,000 | $85,060.00 | 517,000 | 2026-09-02 | Filing | |
| 42.4400 (reported; USD unavailable) | 1,000 | USD value unavailable | 1,767,000 | 2026-09-02 | Filing | |
| $42.53 | 15,000 | $637,950.00 | 1,766,000 | 2026-09-02 | Filing | |
| $42.37 | 10,000 | $423,700.00 | 1,751,000 | 2026-09-02 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,447,467 | $166,964,501 | 0.6% | |
| 2. | 471,186 | $17,617,651 | 0.03% | |
| 3. | 264,812 | $9,901,321 | 0.94% | |
| 4. | 204,481 | $7,645,545 | 0.17% | |
| 5. | 172,300 | $6,442,297 | 0.19% |